This article is best for:
- Global and Finance Admins đ
In this article:
When you need to update contact and billing information, your Company > Plans & Billing page is your one-stop spot. Subscription billing, rewards billing, and Bizy add-ons are billed separately.
For how subscription seats and true-ups work, see How Bonusly Subscriptions Work. For invoice history, see Payment history and invoices in Billing history.
Subscription settings
The Subscription card shows your plan (Free, Team, or Organization), billing cadence (monthly or annual), user count, price per seat, and upcoming billing or true-up dates.
Monthly plans: User count, monthly price per seat, and next billing date.
Annual plans: User count, seats purchased, next true-up date, and renewal date.
Subscription payment method
Add or update the credit card used for subscription invoices using the pencil icon on the Subscription card.
To pay by ACH or wire transfer, follow How to set up ACH. Bank details appear on the Subscription card once ACH is configured.
If you pay by ACH or wire but want to switch to credit card, select Pay by credit card instead on the Subscription card.
Bizy on your subscription
If your company has Bizy enabled on an eligible plan, Bizy seat charges appear as subscription line items with a seat breakdown. The Bizy seat quantity is always the same as your subscription seat quantity. But Bizy is billed as an add-on to your base Team or Organization plan price.
Manage Bizy cost: Company > Account settings > Plans & billing. See Managing Bizy Access in Bonusly.
Review charges: Open Billing history and download the subscription invoice PDF for itemized Bizy lines.
Rewards billing controls
The Rewards section shows whether rewards billing is enabled and which rewards plan you're on (Pay-as-you-go, Flex, or Fixed).
If rewards billing is disabled:
Your team can still redeem points for no-cost rewards (custom rewards, Points Boost)
Paid rewards (gift cards, merchandise, donations through partners) are not available
Click Enable Rewards Billing to allow paid reward redemptions
Note: A payment method must be on file before you can enable rewards billing
If rewards billing is enabled:
Your team can redeem for all available rewards
Your current plan (Pay-as-you-go, Flex, or Fixed) is shown
Click Disable Rewards Billing to switch to no-cost rewards only
To change your rewards billing plan type, see How do I change my reward billing plan?
Note: If your company is on the Fixed Plan (invoice / fixed prepay), you cannot disable rewards billing from Plans & Billing. Contact [email protected] for help.
Enabling rewards billing
Ensure you have a credit card on file for rewards
Click Enable Rewards Billing
You'll be enrolled in the Pay-as-you-go plan
Heads up: For new customers, we may run a verification review (KYC/KYB) after your first successful payment activity. While that review is in progress, reward redemptions may show as Pending.
Disabling rewards billing
Click Disable Rewards Billing
Confirm in the modal that appears
Users will no longer be able to redeem paid rewards
Note: Disabling rewards billing does NOT affect no-cost rewards like custom rewards or Points Boost.
Rewards payment method
The Rewards card is where you add or update the credit card used for rewards invoices. When a payment method is on file, you'll see your rewards plan details and balance information relevant to your plan type.
âď¸Important: A payment method must be added to convert a trial account into a subscription. If there is no payment method on file when your trial expires, the account will deactivate automatically until a payment method is added.
Pro tip: A backup payment method can be handy in case the primary method is unavailable.
Credit card top-up (admin control)
Credit card top-up lets employees pay the difference with a personal card when a reward costs more than their points balance. Configure it under Admin > Rewards > Settings with the Allow credit card top-off checkbox.
Billing contact information
Click the pencil icon on Account details and Billing address to update:
Account details: preferred email for invoices, company name (optional), and phone (optional)
Billing address: address used on Bonusly invoices
Manage who receives billing emails
Global and Finance Admins can view and update billing contacts from Plans & Billing. You no longer need to contact Support to add or change who gets invoice emails.
Go to Company > Plans & Billing.
Scroll to the billing section and click Manage Billing Contacts.
In the Current Global and Finance Admins modal, review the list and update contacts as needed:
Click Add to make a Global or Finance Admin a billing contact
Use the Account Email and Billing Email toggles to control which emails each contact receives
Click Delete to remove someone as a billing contact
How billing contacts work
You can have up to 10 billing contacts.
When someone is granted Global Admin or Finance Admin permissions, Bonusly tries to add them as a billing contact automatically (unless you already have 10).
Only Global and Finance Admins appear in this list. Someone can still receive billing emails if Support adds them in our billing system, but they won't show here until they have Global or Finance Admin permissions.
We recommend having at least one billing contact besides the main email in Account details.
Purchase order (PO) numbers
To add a purchase order (PO) number before your next subscription invoice:
Navigate to Plans & Billing.
In the Purchase order numbers section, add or upload the PO for subscription billing.
PO numbers appear in the right column on new Bonusly invoices:
âď¸Important: Edits to purchase order numbers take effect on the next invoice generated. They do not get updated on any previously generated invoices.
FAQ
Why are my rewards billing invoices and/or payment information being sent to the wrong person?
Invoices go to the email in Account details on Plans & Billing.
To add or change who else gets billing emails, click Manage Billing Contacts on Plans & Billing.
Contact [email protected] if you need help with contacts who aren't Global or Finance Admins.
Why doesn't the billing address on Plans & Billing match the credit card on file?
Subscription and rewards may use different payment methods. Contact Support if you need help reconciling them.
If you recently changed your card, update Billing address on Plans & Billing to match the address on file with your card issuer.
Can I edit a purchase order number on an existing invoice?
Contact [email protected] with the PO number and invoice details.
Where do I see Bizy or other subscription add-ons?
Check the Subscription card on Plans & Billing and download invoice PDFs from Billing history.
Questions? Send us a note to [email protected]; we'd be happy to help!